CRM

Constituent Relationship Management (CRM)

Lightning Readiness Beginning with the Summer ‘17 release, TargetX products will be Salesforce Lightning-ready in addition to being compatible with Salesforce Classic. Related TargetX product documentation has been updated where necessary to reflect any changes or differences in how the products are navigated or viewed between the two Salesforce...

Constituent Relationship Management (CRM)

For CRM team members that experience any system or access issues, an automated process has be put in place to submit the request to the CRM support team: 1. Send an email to platformadmin@kent.edu. 2. In the email body, document your issue clearly. Include pertinent information such as steps taken, error messages received (if any), invalid data,...

Constituent Relationship Management (CRM)

The IS Security team continues to research and address security functionality and processes. Dedicated efforts are in process for Automating Security Requests and Approvals and for CRM Security Reporting as requirements have begun to take shape. Upcoming activities for the IS security team include researching Delegated Admin access which could...

Constituent Relationship Management (CRM)

Hometown: Streetsboro, Ohio   What are your job duties: As an Associate CRM Analyst some responsibilities include: Working with functional and technical teams to understand requirements and configure Salesforce and related applications to meet business process needs and functionality Staying informed of upcoming system releases and assisting with...

Constituent Relationship Management (CRM)

(Find a readable version of the Recruiting Team Statistics Graphic here.) Over the past 12 months, the Recruiting implementation team has been diligently working on the many tasks that are required to bring eight recruiting departments together into one consolidated system. These tasks included development of a custom solution, the Recruitment...

Constituent Relationship Management (CRM)

With a focus on fully understanding the capabilities of our new email marketing tool and a priority on learning each business unit’s use cases, the IS Marketing Cloud team conducted an in-depth series of discovery sessions throughout the Summer of 2016. During these sessions, we discussed user security requirements, future communication plans,...

Constituent Relationship Management (CRM)

Recruiting - Phase II Update PROJECT HIGHLIGHTS Post implementation support for Release 1 is in progress UPCOMING PROJECT ACTIVITIES Transition PM from Shelley Sherwin to Dawn Sharnsky Transition BSA from Jackie Jimison-Bues to Kim Homsher Work on new agile calendar Identify Release 2 epics and stories   Admissions Update PROJECT HIGHLIGHTS...

Constituent Relationship Management (CRM)

Over the last month, the CRM Architecture Team has made progress in various areas to address stress points and to prepare for the projects slated to begin in the near future. Items of note include a process for: requesting and receiving support from the CRM team streamlining manual tasks related to provisioning access to the CRM the removal of...

Constituent Relationship Management (CRM)

The Advancement team kicked off their CRM Journey into Marketing Cloud on Monday August 7, 2017 by participating in an all day discovery session with Information Services and our partners at Salesforce. This project will evaluate data needs, org setup/configuration, segmentation requirements, and communication methods for campaigns initiated by our...

Constituent Relationship Management (CRM)

Spotlight is on... One Question...   How does this certification help you in the projects you’re working on? This certification helps me to be confident about the work I am doing, and now I can myself develop a new project from scratch with minimum help from others. The current project I am working is almost at the end phase now. I have perfect...